PDS Planning’s Neogen NEOG Stock Holding History

PDS Planning’s Portfolio NEOG Stock Details NEOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$124K	Hold	13,367	–	–	0.01%	541
2025 Q4	$93.4K	Buy	+13,367	New	+$84.1K	0.01%	538

Other funds holding NEOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

PDS Planning's NEOG Position: Q1 2026 in Review

PDS Planning held its Neogen (NEOG) position steady in Q1 2026 at 13,367 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #541.

PDS Planning first reported a position in NEOG in Q4 2025 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold NEOG as of Q1 2026.

PDS Planning held 13,367 shares of Neogen worth $124K as of Q1 2026.
PDS Planning left its Neogen share count unchanged in Q1 2026.
Neogen made up 0.01% of PDS Planning's portfolio in Q1 2026, its #541 holding.
PDS Planning first reported a position in Neogen in Q4 2025 and has held it in 2 quarters since.
307 funds tracked by Wall St. Rank held Neogen as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.